JPMorganChase · 20 hours ago
U.S. Private Bank - Wealth Advisor - Executive Director
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
5+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a Wealth Advisor in the U.S. Private Bank, you will provide comprehensive estate, income, tax, and philanthropic planning solutions to clients, ensuring their wealth objectives are met through tailored strategies.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as an advisor to clients on personal planning matters
Identify opportunities for the Bank to serve in a current or future fiduciary capacity
Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
Assist Bankers and other team members in their new business efforts
Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team’s strategy with respect to PA outreach
Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
Qualification
Required
Five plus years of complex estate and wealth planning experience
Professional designations required: JD
Recognized expertise in managing the estate planning needs of high-net-worth individuals
Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
Preferred
CPA designation
Ability to partner with clients' other advisors (principally their attorneys and accountants)
Demonstrated understanding of other wealth management disciplines, including investing and credit
Ability to work in a team-based environment
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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